Learn more about the CFA Institute Board of Governors and Leadership Team on our Leadership page.

For further details, a recording of the event and related reference materials can be found at the following links:

• Vote Summary & Final Returns
• Event Recording
• AMM Agenda, Rules & Procedures
• 2023 Proxy Statement

Proxy Statements

• FY2023 Proxy Statement
• FY2022 Proxy Statement
• FY2021 Proxy Statement

The FY2024 Board of Governor application period is now closed. The FY2025 application form will be available in the fall of 2024. If you have any questions about the CFA Institute Board of Governors application process, or would like to recommend a qualified candidate in the interim, please contact our Associate Manager at [email protected].

• Board of Governors Nominations Process

View the list of individuals who have previously served as the Chair of the CFA Institute Board of Governors on the Past Chairs of CFA Institute page.

Learn more about CFA Institute by visiting our Annual Reports and 990s page.

• CFA Institute Articles of Incorporation
• CFA Institute Bylaws
• Code of Conduct for CFA Institute Governors
• CFA Institute Inspirational Leader Award
• Conflict of Interest Policy
• Policy on Raising Concerns
• Openness and Transparency Policy
• Guiding Principles for Setting the CFA Examination Minimum Passing Score
• Additional Educational Designations and Certification Guiding Principles
• Volunteer and Non-Employee Handbook

The Board of Governors serves in a variety of roles critical to the governance of CFA Institute and utilizes the following committees to assist with the fulfillment of its oversight functions.

• Audit and Finance Committee
• Executive Committee
• Governance Committee
• Nominating Committee
• People and Culture Committee
• Risk Committee
• Society Partnership Advisory Council

Beyond the Board Committees, there are many other ways our members serve the profession, participation on the governing bodies that direct key initiatives at CFA Institute is an essential contribution.